The Insurance Industry's First Solution For

Supplemental Smart Forms

 


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About Broker Buddha

Broker Buddha helps Insurance Brokers & Agents win more business by moving the application and renewal process into an interactive, customer-friendly online experience.

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Why Us?


Interactive Smart Forms

Our Smart Forms won't scare clients. They ask only the questions you need.

Cross-Form Field Mapping

Clients enter data ONCE. After all, this isn't the doctors office.

eSignature

Clients sign applications when they submit. Email ping-pong wastes your clients' time.

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Automated Reminders

Schedule gentle reminders for clients. You know how forgetful they can be!

AMS Integrations

No more double entry. Who likes to type things more than once?

Custom Form Editor

Hide irrelevant questions, mark fields required, add tooltips, or build your own forms from scratch.

Stats From Our Partners

300
Applications Generated per Month
(per employee)
95%
Client Retention
54%
Bind Rate

Pricing

No Setup Fees



Monthly

Time is money. We guarantee you'll save time and money. More than enough to cover our monthly fee.


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Agency

Your agency is unique, so why would we charge you a standardized price?

Contact us to work out a price for your Agency


Custom
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Yearly

Love our platform? Like free stuff?
Sign up for a year and we'll give you up to FOUR months for FREE!


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Frequently Asked Questions


Every single one. We digitize forms the forms you use today, and make them available online for your clients.

They're interactive. We only show questions the clients need to see. We let them upload attachments they have or write out explanations which we convert into an attachment.

Nobody likes answering the same question over and over on different applications. We identify questions which are identical across forms and create a field mapping so customers only answer a particular question 1 time, regardless of how many times it's asked on different forms.

Travelers, Hanover, Chubb, CNA, CFC, ERisk, ACE, InsureTrust, and a host of others.

In short, YES! AMS systems are old and clunky, but they're coming around. We'll need your permission to do the integration, but we have all the tools we need to do it quickly and easily.

Seconds...literally. Once you're setup, we'll do a 1 hour onboarding call for any team members and do weekly calls until you get comfortable.

Can't find suitable answer?

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Customer Support


You and your clients will be AMAZED!!! We'll hand hold you through using the platform, answer any questions you have, and be on call whenever you need us after that.

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